*This functionality is available for Standard and Advanced users only.
If coding has been applied already to existing documents in the database and the volume of documents is relatively small, new document images can be replaced manually without having to re-code.
Note: If you have existing Confidentiality coding on the document(s), you will need to reapply this coding only after the pages are replaced. See below instructions for more details.
To begin this process, click into the document that needs to be replaced. Once inside of the Document View, navigate to the Document options dropdown on the right side of the page and select "View Document Pages".
Once inside of the view either delete the pages you would like to replace or at the bottom of the pop-up select "Delete ALL Pages".
When the pages are deleted you will be redirected to the main page where there will be no image of a document. To add a new document, from the Document options dropdown select "Add Pages".
Add a file(s) to replace the file you deleted. It may take a few minutes to process.
Once the replacement has been imaged, first, reset your confidentiality coding to image on the document by setting the Confidentiality code on that document to a Null value > Update > wait for the Confidential stamps to remove from the image > Refresh your browser > check Confidential again > Update.
After you confirm the image and page count are as expected, return to the Document options dropdown and select "View Original Files". You will notice that both the file that was deleted as well as the newly imported file will be listed. We recommend deleting the file that was deleted from this list, so when exporting the data it does not become confusing on which file is correct.